Affichez instantanément des leads, des contacts, des activités, des cas, des opportunités, etc. dans Gmail. Journalisez les e-mails en un clic. Créez facilement de nouveaux leads, tâches et événements. Synchronisez les contacts et les calendriers. Installation en 30 secondes pour Chrome ou Firefox. Version d'essai gratuite de 30 jours.
Visualisez, mettez à jour et créez instantanément des leads, des contacts, des activités, des cas, des opportunités, etc. dans Gmail.
Enregistrez des e-mails dans Salesforce en un clic sur n'importe quel objet standard ou personnalisé de Salesforce directement depuis Gmail.
Bientôt disponible ! Synchronisez facilement vos contacts et calendriers entre Google et Salesforce.
Merci d'avoir choisi Cirrus Insight, l'application n° 1 sur Salesforce AppExchange.
Tout le monde peut installer Cirrus Insight gratuitement et être opérationnel en quelques secondes. Vous n'êtes pas obligé d'être un administrateur Google Apps ou un administrateur Salesforce.
Plus de 7 500 utilisateurs font confiance à Cirrus Insight. Voici ce qu'ils en disent :
"Cette application relie vraiment parfaitement Gmail et Salesforce."
"C'est une application essentielle si vous utilisez Gmail et Salesforce."
"Fortement recommandé pour tous les utilisateurs de Google Apps et Salesforce."
Cirrus Insight prend en charge toutes les éditions de Salesforce, y compris Unlimited, Enterprise, Professional, Group, Contact Manager et Developer.
Cirrus Insight prend en charge Gmail et Google Apps Standard et Enterprise.
We have increased our adherence of our sales team for loading email communications and capturing information for Salesforce. Previously we struggled to get our sales team to log communications with prospects and customers consistently. I am a huge proponent of this software!!!
I believe that this software increases efficiency and productivity for Sales Teams. I have recommended this software for our company and others because of its ease of use and ability to log emails, set reminders and even schedule meetings within you gmail inbox. You do not even have to log into Salesforce as you can add documents, create notes and complete tasks within your email platform.
The pros really outweigh the cons for this software. However occasionally the chrome add-on will conflict with other add-ons and there is difficulty with having the software program load up within the email program. However there is always an easy fix and the support is very responsive.
Cirrus is the best integration between Gmail and Salesforce that I have found - bar none. If that is what you need more than anything - then this product will fit that perfectly. It allows all emails to auto sync to the correct salesforce account/contact. The sidebar is useful to quick note taking within the client's profile, as well as looking up previous outreach efforts or existing business. It's very easy to setup and can be a big help for a sales team. Additionally, the meeting setup is the best I have seen and very simple to use (integrates into your google calendar as well)
Some key features like templates are extremely lacking - to the point that I needed additional tools to supplement Cirrus's weak areas. The templates can only be those within salesforce, and the populated values in the templates can only be values stored in salesforce - which can very much limit the usability. Additionally, open-email tracking doesn't seem to be the most reliable compared to other similar products.
It logged all of my outbound emails to Salesforce, tracked my email opens, provided analytics on the email opens/clicks/replies, as well as offered great functionality to stay on top of your work like "Send Later" or "Remind Me Later".
The best thing about Cirrus is how you can have the software remind you of particular emails down the line.
I used this feature every day to make sure I can remain adequately organized.
In my experience, Cirrus has never been able to log inbound emails into Salesforce. Because of this, you always feel as if you're missing a part of the conversation.
This may simply be standard in this industry segment, but it would be much more convenient to have a unique task for every outbound AND inbound email.
It allows for us to easily log emails into SF plus create follow up tasks. The best feature is the "send later" so you can type emails as you're working but send them at a future time!
It is easy to use and they are updating and adding features often to stay competitive with Salesforce Inbox. We decided not to switch to SF Inbox because we have had such a positive experience with Cirrus plus Cirrus costs less!
We have had little to no issues with Cirrus and when we do have an issue, the resolution is always simple: go to the download page & redownload the application which has always fixed every issue we have had. Nothing else negative comes to mind!
You nearly double your efficiency in client reach out simply by not having to go back and forth between your email and your Salesforce. The added value this sky rocketing extension brings to your team is simply baffling
Cirrus Insight allows you to seamlessly connect your Gmail and your Salesforce together, allowing you to integrate all of the crm information of your client while you're working at the comfort of your email inbox. It's as if both programs merged into one!
If I'm really, really picky about it, I'd love to have integrations like these with other CRM software besides Salesforce, but in general, Tha add on will save your time
Voici quelques-unes des questions fréquentes sur Cirrus Insight.
Types de licences disponibles pour Cirrus Insight :
À partir de: $27/mois
Type de licence: Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de Cirrus Insight.
Utilisateurs habituels du logiciel Cirrus Insight :
Auto-entrepreneurs, Grandes entreprises, Entreprises de taille moyenne, Non Profit, Administration publique, PME
Langues dans lesquelles Cirrus Insight est disponible :
Types de licences disponibles pour Cirrus Insight:
Appareils pris en charge par Cirrus Insight :
Android, iPhone, iPad
Applications s'intégrant à Cirrus Insight :
G Suite, Jobscience, Marketo, Octiv, Office 365, Salesforce Sales Cloud, Zendesk
Ressources d'aide disponibles pour Cirrus Insight :
FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo